Client Services Support Specialist

3 weeks ago


Napoleon, Ohio, United States Thrivent Financial Full time
Position Overview:
This role offers licensed administrative assistance to Thrivent Financial.

Key Responsibilities:
  • Act as a primary contact for Financial Advisors and clients, addressing inquiries related to their accounts.
  • Conduct thorough research to resolve client account questions and provide accurate information.
  • Manage brokerage operations and utilize Thrivent Financial systems to enhance client relations.
  • Support various securities and insurance-related tasks as needed.
  • Prepare routine correspondence and reports, contributing to special projects as required.
  • Assist Financial Advisors in preparing for client meetings and follow-ups.
  • Engage in effective communication with clients regarding financial matters.
  • Process securities trade orders and provide explanations of insurance coverage.
  • Maintain the integrity of sensitive information and ensure compliance with regulatory requirements.

Qualifications:
  • Previous experience in an administrative or secretarial role is preferred.
  • Must hold securities registrations (Series 7 & 66 or 6 & 63) and be insurance licensed.
  • Demonstrated customer service experience, ideally with 2+ years in a related field.
  • Strong technical skills with business tools such as Microsoft Office Suite.
  • Ability to manage multiple tasks while maintaining high-quality work standards.
  • Excellent communication and interpersonal skills, with a focus on teamwork and collaboration.

Benefits:
  • Simple IRA with a 3% match.
  • Paid holidays.

Thrivent Financial is committed to equal employment opportunities and providing reasonable accommodations for individuals with disabilities.

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